====== Training - Accounts Overview ======

===== Client & Store Accounts =====

For each **consignor** or **customer** that provides merchandise for either consignment or purchase/trade,  you will  need to create an **Account** to keep track of **inventory** and transactions. After you create an **account**, you can begin adding **inventory**. If you also like to keep records of **customers** (people who make purchases only in your store) you can create an **account** as well.

How To Create A Consignor/Customer & **Store Account**

  - In **Liberty**, click on **Account List**. \\ {{libertyreact:lib:newitem6337.png|NewItem6337.png}}
  - Click the **Add Account** button. \\ {{libertyreact:lib:newitem6336.png|NewItem6336.png}} \\ The **Add Account** Dialog box appears. \\ {{libertyreact:lib:newitem6335.png|NewItem6335.png}}
  - Fill out the **account details** to finalize creating an **account**. \\ Note: From the **Account** Type Drop Down, you can specify the **account** as a **Client**/Consignor or **Store Account**. \\ {{libertyreact:lib:newitem6334.png|NewItem6334.png}} \\ **Client**: this **account** type is used for consignors and **customers**. \\ **Store Account**: use to create accounts for merchandise purchased by the store, such as from liquidators, garage sales, owners and/or employees personal belongings, etc. \\ Note: Only **Client** and **Store Account** can be created from the **Add Account** Menu Option. For **Retail Vendor** Accounts, please see below for further instructions on how to create a **Retail Vendor** **Account**. \\ **Retail Vendor** **Account** \\ **Retail Vendor** Accounts are accounts where **inventory** is purchased from a **Retail Vendor**. Often these items are bought in quantities. Retail items are always purchased by the store. \\ To access **Retail Vendor** accounts in **Liberty REACT**:
  - On **Inventory Module**,  click on **Vendor List** \\ {{libertyreact:lib:newitem6333.png|NewItem6333.png}}
  - Once you are on **Vendor List**, you can view all accounts,  Select **Add Vendor**. \\ {{libertyreact:lib:newitem6332.png|NewItem6332.png}} \\ The **Add Vendor Account** dialogue box will open. \\ {{libertyreact:lib:newitem6331.png|NewItem6331.png}}
  - Fill out the **account details** to finalize creating an **account**. \\ {{libertyreact:lib:newitem6330.png|NewItem6330.png}}
==== Next Article In Section ====

Click the following link to move to the next article in this section: \\ [[:tutorial:accountmanagement:creatingmaintainingaccts|Creating New and Maintaining Existing Accounts]]

==== Related Topics ====

[[tutorial:accountmanagement:accountsoverview]]
[[accountmanagement1:newtopic44]]
[[tutorial:trainingmode]]
[[tutorial:accountmanagement:addingccontract]]
[[tutorial:accountmanagement:addingclients]]
[[tutorial:accountmanagement:addnotestoacct]]
[[tutorial:accountmanagement:attachingcontract]]
[[tutorial:accountmanagement:creatingmaintainingaccts]]
[[tutorial:accountmanagement:deletingaclientacc]]
[[tutorial:accountmanagement:editingaccount]]
[[tutorial:accountmanagement:emailcontract]]